Our Team
Our mission is to help our clients and their families achieve their financial goals. We take a personalized approach to helping each client fulfill his or her unique vision for retirement, education, charitable and other interests.
A PROACTIVE, HOLISTIC APPROACH TO FINANCIAL PLANNING
Julie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who delivers personalized wealth management solutions tailored to each client’s unique goals and life priorities. Clients want more confidence and to be empowered. She helps make informed decisions on retirement planning, tax-efficient strategies, planning for wealth transfers before/ after a death, long-term care, investment management, philanthropy, insurance and estate planning. As an Accredited Estate Planner® and holder of a Certification in Long-Term Care (CLTC®), Julie brings deep insight to families navigating complex financial needs—especially those caring for children with special needs or loved ones affected by Alzheimer’s.
DEPTH OF EXPERIENCE AND PROFESSIONAL RECOGNITION
Julie has been recognized as a Forbes Best-in-State Women Wealth Advisor from 2024- 2026 and a Forbes Best-in-State Wealth Advisor in 2026, underscoring her excellence in the industry. Her passion for learning is evident from the numerous courses she’s completed such as the Certification in Alternative Investments the designations as an Accredited Investment Fiduciary (AIF®) as well as the Certified Divorce Financial Analyst® (CDFA®) designation. Her investment and advisory registrations include Series 7 and 66 as well as the NC Life, Accident and Health Insurance license. Her MBA in strategy and economics is from the Melbourne Business School in Australia, and her BBA is from the University of North Florida. Julie has over 26 years of client-facing experience in the finance and logistics industries. She joined Janney in 2019 after 9 years at Morgan Stanley.
COMMUNITY LEADERSHIP AND PERSONAL PASSIONS
Julie is deeply engaged in her community, serving as President and Executive Board Member of the Estate Planning Council of the Lehigh Valley. She’s also a member of Lehigh Valley Aging in Place and a dedicated fundraiser for YWCA Allentown, where she’s emceed the Annual Perfect Fit Luncheon five times through 2022. Her decade-long volunteer work with the Greater Lehigh Valley Chamber of Commerce includes roles as Chair of the Ambassadors Council and Board of Governors member. Outside of work, Julie enjoys travel, golf, yoga, cooking, baking, and spending time with her family. She’s also an assistant coach for her daughters’ softball teams, proudly supporting them for the past two seasons.
Marjory Nelcoski is a Private Client Associate in the Allentown office of Janney Montgomery Scott. Marjory delivers exceptional service to business owners, individuals and families. She primarily assists Financial Advisor, Julie Knight, in the ongoing development and maintenance of effective client relationships. She helps with many administrative functions and helps process client requests. She also assists in coordinating educational client events and maintaining on-going client communications.
Professional Experience
Marjory worked as an Administrative Assistant at Penn State Lehigh Valley for a year, after working at Educational Testing Service (ETS) as a Client/Program Manager for 17 years. While at ETS, Marjory managed a full-service needs analysis financial aid program for the National Association of Independent Schools, assessments for the Wyoming Department of Education, the California Department of Education, the Enrollment Management Association and various College Board programs. Prior to working at ETS, Marjory served as Assistant Director of Financial Aid at the College of St. Elizabeth. She received her BA degree in organ performance from Cedar Crest College, pursued graduate studies in Musicology at Penn State University and holds an MBA in Finance from Fairleigh Dickinson University.
Personal Background
Marjory also serves as music director and organist at a Lutheran church in Whitehall PA. Spending family time with her husband, children and three grandsons is her favorite pastime.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.
Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.
Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.
Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.
As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.
Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.
In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.
His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.
He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association